Todd joined The Colony Group in 2015 with CapGroup Advisors and is a Director of the firm’s Institutional Advisory Practice and a Senior Investment Counselor. He is responsible for managing the investment advisory services for middle market non-profit institutions and holds the Accredited Investment Fiduciary Analyst™ designation.
Prior to serving as Managing Principal at CapGroup, Todd was the Director of the Nonprofit and Institutional Division at Edelman Financial Services and was previously Vice President of Institutional Services at Trusco Capital Management, the institutional investment division of SunTrust Bank. For more than 16 years, Todd has specialized in supporting the strategic investment priorities of nonprofit organizations, corporations, and municipal entities.
Todd holds a BA from the Virginia Military Institute and an MBA from the University of South Carolina. He has also completed studies at MIT, the Harvard School of Business, and New York University.